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Field instrumentation
Project development (PD)
Technical and professional requirement, TR3032, Final Ver. 3, valid from 2011-08-15
Owner: Leader Maintenance Automation
Validity area: Corporate techn. and prof. req./All locations/All value chains/On- and offshore
Governing document: Field instrumentation Classification: Internal
Project development (PD), Technical and professional requirement, TR3032, Final Ver. 3, valid from
2011-08-15
Page 2 of 102
Validity area: Corporate techn. and prof. req./All locations/All value chains/On- and offshore
1 Objecti ve, target group and provision ............................................................................................................... 4
1.1 Objective.................................................................................................................................................... 4
1.2 Target group .............................................................................................................................................. 5
1.3 Provision .................................................................................................................................................... 5
2 General requirements .......................................................................................................................................... 6
2.1 Standardisation.......................................................................................................................................... 6
2.2 Engineering units ....................................................................................................................................... 6
2.3 Utilities........................................................................................................................................................ 6
3 Design requirements............................................................................................................................................ 9
3.1 General ...................................................................................................................................................... 9
3.2 Wireless field devices .............................................................................................................................. 10
3.3 Environment ............................................................................................................................................. 10
3.4 Heat tracing.............................................................................................................................................. 10
3.5 Purging Systems...................................................................................................................................... 12
3.6 Weather protection .................................................................................................................................. 12
3.7 Local Control Panel (LCP)....................................................................................................................... 13
3.8 Electromagnetic compability.................................................................................................................... 14
3.9 Ex protection............................................................................................................................................ 14
3.10 Degrees of protection .............................................................................................................................. 15
3.11 Material .................................................................................................................................................... 15
3.12 Signal types ............................................................................................................................................. 18
3.13 Provision for future modifications ............................................................................................................ 19
3.14 Instrument tubing and fittings .................................................................................................................. 19
3.15 Measurement uncertainty........................................................................................................................ 21
4 Installation design requirements ...................................................................................................................... 23
4.1 Equipment location .................................................................................................................................. 23
4.2 Field architecture and segregation.......................................................................................................... 24
4.3 Installation of wireless instrumentation.................................................................................................... 24
4.4 Tubing installation.................................................................................................................................... 24
4.5 Thermal Insulation ................................................................................................................................... 26
4.6 Winterisation ............................................................................................................................................ 26
4.7 Temperature instruments ........................................................................................................................ 27
4.8 Level instruments..................................................................................................................................... 27
4.9 Flow instruments...................................................................................................................................... 28
4.10 Fire & Gas equipment.............................................................................................................................. 29
5 Field instruments................................................................................................................................................ 32
5.1 General .................................................................................................................................................... 32
5.2 Temperature measurement ..................................................................................................................... 33
5.3 Flow measurement .................................................................................................................................. 34
5.4 Pressure measurement ........................................................................................................................... 40
5.5 Level measurement ................................................................................................................................. 40
5.6 Fire and gas detection ............................................................................................................................. 43
5.7 Manual callpoint ....................................................................................................................................... 44
5.8 Online analyser system........................................................................................................................... 44
6 Final control elements ....................................................................................................................................... 49
6.1 On/off valves............................................................................................................................................ 49
6.2 Control valves .......................................................................................................................................... 49
6.3 Instrumentation ........................................................................................................................................ 49
6.4 Actuator requirements ............................................................................................................................. 50
7 Additional information ....................................................................................................................................... 53
7.1 Definitions and abbreviations .................................................................................................................. 53
Governing document: Field instrumentation Classification: Internal
Project development (PD), Technical and professional requirement, TR3032, Final Ver. 3, valid from
2011-08-15
Page 3 of 102
Validity area: Corporate techn. and prof. req./All locations/All value chains/On- and offshore
7.2 Changes from previous version............................................................................................................... 54
7.3 References............................................................................................................................................... 55
App A Installation typicals ............................................................................................................................................ 58
A.1 Capillary and diaphragm seal arrangement ............................................................................................ 61
A.2 Differential pressure transmitter with capillary and diaphragm seal ....................................................... 62
A.3 DP level transmitter, capillary type.......................................................................................................... 63
A.4 Pressure transmitter with capillary and diaphragm seal ......................................................................... 64
A.5 Pressure transmitter gas service............................................................................................................. 65
A.6 Pressure transmitter gas service............................................................................................................. 66
A.7 Pressure transmitter gas service heat traced.......................................................................................... 67
A.8 Pressure transmitter liquid/gas cryogenic ............................................................................................... 68
A.9 Pressure transmitter liquid service .......................................................................................................... 69
A.10 Differential pressure transmitter liquid service..................................................................................... 70
A.11 Differential pressure transmitter liquid service..................................................................................... 71
A.12 Differential pressure transmitter liquid service heat traced.................................................................. 72
A.13 Differential pressure transmitter steam service.................................................................................... 73
A.14 Differential pressure transmitter gas service........................................................................................ 74
A.15 Differential pressure transmitter gas service........................................................................................ 75
A.16 DP pressure transmitter capillary type .................................................................................................... 76
A.17 Pressure gauge........................................................................................................................................ 77
A.18 Pressure gauge- gas service................................................................................................................... 78
A.19 Pressure gauge Gas heat traced ......................................................................................................... 79
A.20 Remote pressure gauge liquid/gas cryogenic......................................................................................... 80
A.21 Pressure gauge steam service............................................................................................................. 81
A.22 Air distribution of manifold w/consumer................................................................................................... 82
A.23 Hydraulic distribution w/consumer........................................................................................................... 83
A.24 Hydraulic distribution w/consumer........................................................................................................... 85
A.25 Instrument support housed instrument................................................................................................. 87
A.26 Instrument support platform mounted .................................................................................................. 88
A.27 Instrument support system local analyser system............................................................................... 89
A.28 Instrument support gas detector........................................................................................................... 90
A.29 Instrument support gas detector........................................................................................................... 91
A.30 Instrument support gas detector........................................................................................................... 92
A.31 Instrument support flame detector........................................................................................................ 93
A.32 Instrument support flame detector........................................................................................................ 94
A.33 Instrument stand...................................................................................................................................... 95
A.34 Wall mounted instrument stand with plate .............................................................................................. 97
A.35 Wall mounted instrument stand............................................................................................................... 99
A.36 Instrument enclosure ............................................................................................................................. 101
Governing document: Field instrumentation Classification: Internal
Project development (PD), Technical and professional requirement, TR3032, Final Ver. 3, valid from
2011-08-15
Page 4 of 102
Validity area: Corporate techn. and prof. req./All locations/All value chains/On- and offshore
1 Objective, target group and provision
1.1 Objective
This document states functional and technical requirements related to field instrumentation components and
systems part of automation technology competence area.
TR3031 defines the automation technology competence area and states general requirements.
Technical requirements for junction boxes, glands, cables, cable trays, cable ladders and earthing are stated in
TR3023 and TR3024.
Technical requirements for Remote I/O cabinets and field termination cabinets are stated in TR3034.
Technical requirements for pressure relief valves, pilot operated relief valves and bursting discs are stated in
TR3014.
Technical requirements for HVAC actuators are stated in TR1562.
Technical requirements for vibration systems on rotating machinery are stated in TR3132.
Actuator control panel typicals for on/off valves are given in TR0038.
Life Cycle Information (LCI) such as document formats and document types are stated in TR2381.
Governing document: Field instrumentation Classification: Internal
Project development (PD), Technical and professional requirement, TR3032, Final Ver. 3, valid from
2011-08-15
Page 5 of 102
Validity area: Corporate techn. and prof. req./All locations/All value chains/On- and offshore
GL3032 (Hold) is the field instrument guideline for selection between the various measurements principles. This
information is extensive and shall be further discussed with Company and equipment Suppliers before a
decision on the most appropriate measurement technology is made.
1.2 Target group
The target group for this TR is:
System and discipline responsible personnel within HSE, automation, operation and maintenance,
process control, IT, security and safety systems, project management, drilling and well technology
All personnel involved with design, operation, maintenance or modifications of plant technical
systems.
Suppliers and Vendors
1.3 Provision
This document is provided for in Automation, Technical Requirements and Standards (TR3030).
Governing document: Field instrumentation Classification: Internal
Project development (PD), Technical and professional requirement, TR3032, Final Ver. 3, valid from
2011-08-15
Page 6 of 102
Validity area: Corporate techn. and prof. req./All locations/All value chains/On- and offshore
2 General requirements
2.1 Standardisation
Field instrumentation components shall be standardised throughout the installation to a limited number of types,
and preferably one manufacture for each component type unless otherwise accepted by the Company.
Standardization requirements shall not eliminate the possibilities of utilizing new technology where appropriate.
Technical design solutions shall be uniformed and a limited number of variants shall be used.
Field instruments installed outside of hazardous areas should be of the same type as those installed inside
hazardous area for the purpose of standardisation, unless their quantity may justifies different stock.
Only one make of instrument tubing compression fitting and sealing compounds shall be used throughout the
installation.
2.2 Engineering units
The following engineering units shall be used, unless alternate units are stated by project specific documents:
Table 1 - Engineering units
Physical property Unit
Pressure bar, mbar, barg, bara where
Bara = Absolute pressure is zero referenced
against a perfect vacuum, so it is equal to gauge
pressure plus atmospheric pressure.
Barg = Gauge pressure is zero referenced against
ambient air pressure, so it is equal to absolute
pressure minus atmospheric pressure.
Bar or mbar = Differential pressure is the
difference in pressure between two points.
Level mm, % for indication
Volume flow m
3
/h (flowing condition), Sm
3
/h (standard condition
according to ISO 1000)
Mass flow kg/h
Temperature C
Other According to ISO 1000
2.3 Utilities
2.3.1 Instrument air supply
Instrument air for field instruments including accessories and pneumatic control devices shall be segregated
from other consumers (e.g. plant air), and have priority in the air distribution network.
Nominal air distribution pressure shall be 7 barg. Maximum pressure 12 barg and minimum pressure 5,5 barg,
measured at consumer location.
Governing document: Field instrumentation Classification: Internal
Project development (PD), Technical and professional requirement, TR3032, Final Ver. 3, valid from
2011-08-15
Page 7 of 102
Validity area: Corporate techn. and prof. req./All locations/All value chains/On- and offshore
The compressed air system shall include receiver and distribution system. The system shall have enough
capacity to serve consumers without fluctuations in supply pressure and provide for a minimum of 20% future
users.
Each consumer shall be supplied with a separate filter regulator and isolation valve. Air manifolds shall be
provided with a drain isolation valve at lowest point.
The dew point of the gas supplied shall be at least 10 C below the lowest ambient temperature present at the
plant. The dew point shall be based on maximum operating pressure.
The supply shall be basically free from contaminations in form of hydrocarbons and solids. Quantity of solid
particles should be less than 0.1 g/m
3
and no particle shall be greater in diameter than 3 m.
For additional guidelines refer to ANSI/ISA 7.0.01, Quality Standard for Instrument Air.
2.3.2 Hydraulic supply
The plant shall supply hydraulic fluid for hydraulic control devices. The system shall contain supply and return
distribution to each consumer.
The hydraulic system including distribution shall have enough capacity to serve consumers without fluctuations
in supply pressure, and shall be equipped with central accumulator capacity to activate all connected
consumers minimum once without use of any hydraulic power source. The hydraulic reservoir shall be sized
such that, when all actuators are driven, the tank shall not be less than 25% full. When the actuators are
returned, the reservoir level shall not be greater than 75%. Provision for expansion of central accumulator
capacity shall be included. Measures for avoiding humidity in the system shall be included. The hydraulic
system distribution should be designed to allow for flushing of tubing to end devices, not including valve control
panel and actuator.
The nominal hydraulic distribution pressure shall be 200 barg. The maximum pressure shall be 210 barg and
the minimum pressure 160 barg, measured at consumer location.
Hydraulic supply requirements for special applications, e.g. reservoir downhole valves, shall be derived from
case by case studies, per the project requirements.
The supply system for hydraulic control panels for valves shall be independent and segregated from other
hydraulic supply systems such as for doors, hatches and winches to avoid cross contamination of the control
panels.
The hydraulic fluid shall have cleanliness as ISO4406 code of --/15/12 or better.
2.3.3 Electrical supply
2.3.3.1 General
Requirements stated below apply for facilities according to TR3021 and TR3022, as applicable. For other
locations local regulations shall apply. Standard line voltages may differ (e.g. for Canada and GoM, line AC
voltage is 120VAC, 60Hz).
Table 2 -Electrical supply for field equipment
Components Supply
Instrument panels in LER 230 V AC 50 Hz (standard) or 24 VDC
Field instruments 24 V DC (standard) or 230 VAC 50 Hz
Governing document: Field instrumentation Classification: Internal
Project development (PD), Technical and professional requirement, TR3032, Final Ver. 3, valid from
2011-08-15
Page 8 of 102
Validity area: Corporate techn. and prof. req./All locations/All value chains/On- and offshore
Components Supply
Instrument field panels 24 V DC (standard) or 230 VAC 50 Hz
A minimum of two independent and redundant power supplies shall be used to power instrument systems.
Non-critical field instruments with external power may be powered from a single supply 230 VAC 50 Hz.
24 VDC shall be derived from the 230 VAC supply.
Critical systems/safety related systems shall be supplied with dual power (2 X UPS), including dual DC power
supplies within user equipment cabinets. TR3124 is refered to for UPS requirements.
DC power supplies should be of hot-swap design.
Segregation, redundancy, and individual isolation shall be ensured throughout the 230 VAC / 24 VDC
distributions.
Special attention shall be paid to inrush current of power supplies.
2.3.3.2 24 V DC Distribution System
24 VDC supply shall be floating and adjustable within the range of 24 - 28 VDC.
If earthing of a pole of 24 VDC voltages is required, the Instrument Earthing (IE) system shall be used.
Earth fault and power fault monitoring shall be implemented in the 24 VDC distribution systems.
All power supplies shall be equipped with a common alarm contact (open contact in case of trip).
2.3.3.3 Spare Capacity
All power supplies shall have at least 30% spare capacity with the system fully equipped and at worst working
condition.
All 24 V DC distributions shall contain MCBs with necessary numbers of circuits (10% spare to be included).
Input / Output cards and individual field instruments shall generally use fused power feeds.
2.3.3.4 Other electrical sources
Use of other electrical sources, e.g. batteries for wireless instruments, shall be qualified for the application.
Governing document: Field instrumentation Classification: Internal
Project development (PD), Technical and professional requirement, TR3032, Final Ver. 3, valid from
2011-08-15
Page 9 of 102
Validity area: Corporate techn. and prof. req./All locations/All value chains/On- and offshore
3 Design requirements
3.1 General
Instruments that can not be justified to cover a defined need or use shall be avoided.
Local gauges shall be provided facilitate local start-up and monitoring and to assess basic process status in the
event of control system failure and possible local venting actions.
Field transmitter output signal loop shall be floating.
Field instruments should be loop powered directly from I/O card. Active or passive input should be defined in
the project hardware typicals.
Any arrangement of instruments shall allow for the removal of a sensor/detector head while maintaining the
integrity of the other sensors, e.g. in addressable systems like fieldbus systems, wireless systems, smoke
detectors.
Galvanic isolation barriers shall be used for IS signals. These barriers should have full smart signal transmission
capability.
Electrical/electronic equipment in panels shall be protected against hydraulic leakage (e.g. leakage point such
as fittings on hydraulic lines should not be placed so that the electronic equipment can be exposed to the fluid
leak).
Instrument impulse lines that can be clogged due to high viscosity fluids, hydrates or other factors, shall have
the instrument close-coupled to the process pipeline/equipment. Alternatively, the instrument shall be protected
with a remote seal, provided that accuracy and response time are acceptable.
Remote seals shall also be used to protect the instrument when the heat required to keep the process fluid in a
free flowing state is greater than the design temperature limitation of the instrument.
Care shall be taken to ensure that the seal fluid will operate within the required temperature range and that it is
compatible with the process. The seal fluid shall be nonflammable, have low vapour pressure and low thermal
expansion characteristics. Should a diaphragm rupture occur, be compatible with and non-contaminating to the
process and the operating environment.
Diaphragm seals may present accuracy problems at pressures less than 2 barg and shall not be used if the
required accuracy can not be attained.
2/5 way valve manifold functionality shall be available when remote seal is used.
Each pressure instrument with process connection shall be fitted with instrument block /bleed manifold.
Pressure instruments shall be fitted with a 2-way valve manifold. DP pressure instruments shall be fitted with a
5-way valve manifold.
Locking devices for latching in open position should be considered for for instrument block valves when field
instrument is part of a safety function (ESD/PSD).
Full functional independence between control and safety devices shall be assured, including vessel/pipeline
connections. Common pressure taps for control and safety devices shall not be used.
Common sources may be considered for gamma ray based control and safety function level measurements,
with prior Company approval.
Isolation valves for instrument air supply or for instrument hydraulic supply/return shall be clearly marked to
identify the consumer served by each valve.